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RRLSX: 2030 STRATEGY FUND CLASS S (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2005 |
| Last Dividend Date: | 07/06/2017 |
| 12-Mo. Yield | 5.41% |
| Expenses | 0.00% |
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Performance Analytics (As of 08/14/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/03/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -12.2 | -5.2 | 1.8 | 1.7 | -26.5 | 8.4 | -2.0 | 4.1 | 16.5 | 14.0 | -4.4 | 14.9 | 30.6 | -39.0 | 7.5 | 15.8 | 5.8 |
| Sharpe Ratio | NA | -0.45 | -0.15 | -0.01 | 0.19 | 0.04 | -0.81 | 0.9 | -0.22 | 0.57 | 2.07 | 1.35 | -0.22 | 0.89 | 1.16 | -1.09 | 0.28 | 1.5 | 0.58 |
| Draw Down(%) | NA | 33.7 | 33.7 | 33.7 | 55.9 | 55.9 | 33.7 | 7.1 | 9.7 | 6.2 | 6.4 | 10.0 | 19.5 | 13.4 | 25.8 | 50.2 | 10.5 | 7.4 | 4.5 |
| Standard Deviation(%) | NA | 58.4 | 50.7 | 90.3 | 18.0 | 20.7 | 41.4 | 9.0 | 9.2 | 7.1 | 7.9 | 10.5 | 19.8 | 16.7 | 26.2 | 36.7 | 15.7 | 8.4 | 6.4 |
| Treynor Ratio | NA | -0.37 | -0.09 | -0.01 | -0.01 | 0.01 | -0.46 | 0.1 | -0.02 | 0.05 | 0.19 | 0.15 | -0.04 | 0.14 | 0.27 | -0.4 | 0.04 | 0.14 | 0.0 |
| Alpha | NA | -0.19 | -0.09 | -0.08 | -0.1 | -0.02 | -0.18 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | NA |
| Beta | NA | 0.72 | 0.83 | 0.83 | 1.0 | 1.01 | 0.73 | 0.83 | 0.85 | 0.8 | 0.89 | 0.96 | 1.02 | 1.09 | 1.11 | 0.99 | 1.08 | 0.88 | NA |
| RSquared | NA | 0.01 | 0.05 | 0.04 | 0.07 | 0.65 | 0.01 | 0.89 | 0.96 | 0.84 | 0.96 | 0.92 | 0.98 | 0.98 | 0.97 | 0.86 | 0.92 | 0.43 | 0.0 |
| Yield(%) | N/A | 5.4 | 14.2 | 10.8 | 5.5 | N/A | 0.3 | 6.4 | 9.1 | 33.2 | 2.6 | 2.5 | 1.9 | 2.7 | 3.1 | 1.2 | 5.6 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | -43.6 | 606.6 | 290.1 | N/A | N/A | -94.4 | -37.8 | -80.6 | 1317.3 | 16.5 | 22.7 | -19.2 | 8.9 | 63.0 | -78.8 | 33.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2005
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